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Southern Capital Advisors’s Visa V Stock Holding History

Southern Capital Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,100
Closed -$217K – 69
2022
Q2 		$217K Sell
1,100
-21
-2% -$4.34K 0.17% 60
2022
Q1 		$249K Buy
+1,121
New +$242K 0.17% 67

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Southern Capital Advisors's V Position: Q3 2022 in Review

Southern Capital Advisors sold out of Visa (V) in Q3 2022, closing a stake of 1,100 shares — an estimated $217K sold.

Southern Capital Advisors first reported a position in V in Q1 2022 and held it in 2 quarters. The position peaked at $249K in Q1 2022. 3,176 funds tracked by Wall St. Rank hold V as of Q3 2022.

  • Southern Capital Advisors reported no remaining Visa position as of Q3 2022 after selling out during the quarter.
  • Southern Capital Advisors sold 1,100 Visa shares in Q3 2022, an estimated $217K.
  • Southern Capital Advisors first reported a position in Visa in Q1 2022 and held it in 2 quarters.
  • Southern Capital Advisors's Visa position peaked at $249K in Q1 2022.
  • 3,176 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on Southern Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.